Onboarding a New Client
Created by Back Office Support Solutions
Streamline client onboarding with this detailed process used by London accounting firm BOSS.
8,592 downloads
3.1
Client Onboarding Template
Download your free Client Onboarding template to personalize and use in your bookkeeping or accounting firm.
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About this template
This is Karbon's best practice process for onboarding your New Zealand clients into your accounting firm.
It includes the entire onboarding process, including:
- Using Client Tasks to automatically request initial information from your new client
- Preparing for the first onboarding meeting with your new client
- Using Client Tasks that automatically follow your initial meeting in order to collect further information (as discussed during the meeting)
- Setting them up in your internal systems
- Reviewing their specific financial situation and customizing the workflow to suit
- Follow up
To learn how to use this template in action, watch this short video.
How to use this template
Add this template to Karbon
Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:
- Time and Budget Estimates
- Task Automation
- Client Task Automation
- Client Work Scheduling
Alternatively, you can
.How to customize a template
You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.
Common customizations:
- Reorder or nest tasks
- Add or remove tasks
- Edit the client task email
- Use or modify Tasklist automators
Read the support article to learn more.
About Karbon
Karbon is collaborative work management software for accounting firms.
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